Renaissance Investment Group, LLC
Firm details
- Headquarters
- Lenox, Massachusetts
- CRD number
- 153679
- Registered since
- April 26, 2010
- Website
- rigllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.46%
- Individuals14.04%
- Charitable Organizations6.01%
- Banking / Thrift Institutions3.69%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Renaissance Investment Group, LLC is an SEC-registered advisory firm (registered in 2010) that works with individual, family, and institutional clients on a fee model tied to assets under management. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. It reports integrating ESG considerations into its process and maintains affiliations across the financial ecosystem, including broker-dealers, trust companies, banking institutions, accountants, and participation as sponsor, general partner, or managing member of pooled investment vehicles. Renaissance is organized as a limited liability company and identifies its owner base as domestic entities and individuals. Its stated preference for equities is reflected across its managed portfolios, and the firm utilizes both discretionary and a smaller amount of non-discretionary mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds16%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$3.7M in ETFs
100%
$3.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.9M | 3,797 | 77.80% |
Location
Lenox, MA
Berkshire
Location
Lenox, MA
Headquartered in Lenox, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 45 Walker St
- Time zone
- ET (UTC-5)
- Office locations
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